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BY APPOINTMENT ONLY

Initial Consultation - Complimentary

We are willing to invest our time in the meeting provided you spend your time coming along prepared. To maximise the benefit you will receive, we ask you collate your personal financial information. Please contact us for a Fact Find document. 

16/44 Kings Park Rd West Perth WA 6005

Advice Fees

Upfront engagement: Comprehensive Retirement Plan min $3,300 inclusive GST.

On-going engagement: Charged according to assets under management, complexity and services required.

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